See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $214,431 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $153,776 |
SCHULTHEIS & PANETTIERI, LLP3 years Service code 10 · EIN 13-1577780 | Accounting | $30,951 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $24,997 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $19,500 |
Filed as: MARSHALL & MOSS ADMIN. SERVICES INC Service code 13 · EIN 81-2845805 | Contract Administrator | $17,553 |
Filed as: O'NEILL CONSULTING Service code 13 · EIN 13-1840454 | Contract Administrator | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,420 | $101,523+7.8% | $141,162-22.5% | $77,787+40.7% |
| Participation rate | 91.2% | 77.4%+13.8pp | 82.5%+8.7pp | 73.2%+18.0pp |
| Annual return | 7.26% | 56.22%-49.0pp | 71.39%-64.1pp | 32.57%-25.3pp |
| Employer contribution / active EE | $4,877 | $3,341+46.0% | $4,735+3.0% | $2,504+94.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $279 | $92+205.1% | $10,261-97.3% | $100+179.1% |